Dental 401(k) Archive

Day Trading Stock Is A Guaranteed Slaughter. So Why Do It?
by Mitch TuchmanEvery so many years, it seems, the stock market is flooded with mindless cash, an influx of inexperienced day traders looking for a quick buck and a thrill. It’s happening again. Consider the weird saga of Hertz, the long-respected car… Continue reading

Beware The Many Vultures Eyeing Your Old 401(k) Money
by Mitch TuchmanTens of millions of Americans are out of work as a result of the COVID-19 pandemic and associated shutdowns. Once the economy restarts in earnest, chances are many of them will return to different jobs, even different careers. That kind… Continue reading

Your 401(k) Won’t Be Enough For Retirement
by Mitch TuchmanIn light of the continuing pandemic, Congress has temporarily changed the rules on hardship withdrawals from your 401(k). It’s easier to take money out penalty-free, up to $100,000, and you can pay it back and avoid the tax hit. But… Continue reading

Jason Zweig Is Right: You Probably Already Have $1 Million But Act Like You Don’t
by Mitch TuchmanI’m a big fan of Jason Zweig, the Wall Street Journal investing columnist. His recent piece on bear market investing is a classic of financial communication: Use an easy metaphor to explain a difficult concept. In this case, Zweig explains… Continue reading

Investing In A Stormy Market: Warren Buffett’s Advice Still Rings True
by Mitch TuchmanThe COVID-19 crisis has been an unprecedented shock to our country. We are greeting daily with heart-wrenching images of families torn by loss and communities reeling from the hefty physical and emotional toll. The economy is reeling too. Expect crazy… Continue reading

Warren Buffett’s Latest Advice Could Help You Retire Much Richer
by Mitch TuchmanWarren Buffett, the iconic billionaire investor and chairman of Berkshire Hathaway, recently released his latest letter to shareholders. You probably didn’t hear a lot about it, not least of all because the stock market has been generating plenty of news on… Continue reading

The Huge Financial Force Even Albert Einstein Missed
by Mitch TuchmanThe vast majority of people don’t understand compound interest, a point not lost on the legendary physicist Albert Einstein. Privy to the forces that govern our physical existence, Einstein’s theories continue to be proven decades after this death. Yet even… Continue reading

It’s Your Money, Take It With You, Dammit!
by Scott PuritzOne thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading

Rebalance wins the Schwab Pacesetter IMPACT Award™
by Scott PuritzEvery year, Charles Schwab & Co., Inc. and a panel of independent judges – all leaders in financial services – recognize firms that have made the greatest impact on the financial industry. Rebalance was awarded the prestigious Pacesetter award for… Continue reading